NATIVE AMERICAN FUND ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $38.9M |
| Discretionary | $38.9M100% of AUM |
| Non-Discretionary | $8K |
| Client Accounts | 4 |
| Avg Account Size | $9.7M |
| Employees | 6 |
| Peak AUM | $239.1MFeb 2017 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $39M | +5.9% | +5.3% | +17.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $38.9M |
| Discretionary | $38.9M |
| Employees | 6 |
| Client Accounts | 4 |
| Client Range | 0 |
Contact & Location
Address
1616 EAST 15TH STREET
TULSA OK 74120
Phone
918-582-9823
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$39M
100.0% of AUM
Non-Discretionary
$7,986
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserLaw Firm